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MAI Partners with Curi to Broaden Curi Capital’s Service Offerings

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MAI Capital Management Partners with Curi to Broaden Curi Capital's Service Offerings

Formed in 2019, Curi Capital provides comprehensive financial planning and investment management services for physicians

 

CLEVELAND – February 6, 2019 – MAI Capital Management, LLC (“MAI”), an independent registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, has entered into a joint venture with Curi, a Medical Mutual company, to enhance Curi Capital’s service offerings. Curi Capital is a full-service financial advisory firm that caters to serving physicians and their practices. 

The partnership, which was formed in 2019, highlights each firm’s respective areas of expertise, marrying MAI’s history of providing quality wealth management and financial planning services for high-net-worth individuals, families and business owners, with Curi’s solutions-oriented approach to helping physicians manage risk within their practices. As Curi grew, it sought new ways to add value to its clients, specifically through dedicated wealth management services designed to meet their clients’ complex planning needs. MAI, which has pursued strategic organic and inorganic growth since 2017, looked to expand its reach to a new community.

“The Curi team has established itself as a trusted partner to physicians in protecting their livelihoods - quite similar to the trust our MAI team has worked diligently to establish with our clients over the last 45 years,” said Rick Buoncore, Managing Partner of MAI. “Curi sought to add even more value to its clients and MAI sought ways to bring our quality client-services and solutions to a new community. Our mutual objectives and complementary philosophies made the alignment a natural fit.”

Collectively, the firm brings specific skill sets and expertise that facilitate an enhanced ability to service the unique needs of the physician community. The firm’s leaders have assembled a strategic and thoughtful team to support its clients, most recently announcing the appointment of Dimitri Eliopoulos as Curi Capital’s Chief Executive Officer. More on the new CEO appointment can be found in the press announcement.

“Our MAI team has a vision for growth and we are proactively seeking opportunities to achieve that goal,” added Buoncore. “Aligning with the right partners - like those we found in the Curi team - allows us to achieve this goal in a deliberate way. We’re excited about the future of Curi Capital and the expanding partnership with MAI.”

To learn more about Curi Capital and its story, please visit: https://curicapital.com/about-us/

 

About MAI Capital Management

MAI Capital Management (“MAI”) is a fee-based registered investment adviser and wealth management firm based in Cleveland, with additional offices in Cincinnati and Columbus, OH, New York City, Ponte Vedra Beach, FL, Nashua, NH, Irvine, CA, and Reston, VA. As of Dec. 31, 2019, MAI’s assets under management totaled more than $7 billion. The firm also provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. MAI is led by Managing Partner Rick Buoncore.